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Get Institutions for : 
Panagram Bbb-b Clo Etf (CLOZ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    9
Total shares held : 
5,023,596  
% of shares held : 
55.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  16  
Amount of shares held : 
2,490,679  
% of shares held change : 
  27.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 542,872
 10.81%
 
Increased Positions :
9
 1,950,142
 38.82%
 
Unchanged Positions :
1
 8,952
 0.18%
 
Decreased Positions :
2
-2,335
-0.05%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AE Wealth Management LLC 159 - 2024-03-31 568,204 $15,225,000 -153,250
   MORGAN STANLEY 4165 - 2024-03-31 118,637 $3,179,000 -181,414
   EVOKE WEALTH LLC 353 - 2024-03-31 8,699 $233,000 -2,041
   Pineridge Advisors LLC 163 - 2024-03-31 1,296 $35,000 -729

  4 Records found
  1    
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